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APWA

Atlas Private Wealth Advisors Portfolio holdings

AUM $425M
1-Year Est. Return 14.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$149M
AUM Growth
+$29.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
814
New
Increased
Reduced
Closed

Top Buys

1
+$6.82M
2
+$1.19M
3
+$1.05M
4
LDSF icon
First Trust Low Duration Strategic Focus ETF
LDSF
+$962K
5
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$954K

Top Sells

1
+$574K
2
+$344K
3
+$198K
4
BSJK
Invesco BulletShares 2020 High Yield Corporate Bond ETF
BSJK
+$181K
5
FSK icon
FS KKR Capital
FSK
+$145K

Sector Composition

1 Technology 9.3%
2 Consumer Discretionary 9.05%
3 Healthcare 5.09%
4 Financials 3.37%
5 Communication Services 3.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$17K 0.01%
545
+190
352
$17K 0.01%
+369
353
$17K 0.01%
1,100
-1,600
354
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665
355
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75
356
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98
357
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347
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358
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359
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360
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361
$16K 0.01%
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362
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251
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364
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500
365
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366
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325
367
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265
368
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237
369
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371
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1,000
372
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373
$15K 0.01%
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374
$15K 0.01%
715
375
$15K 0.01%
4,800
-17,550
13 14
15
16 17